Entries by Jim Hitt

Real Estate IRA Owners Report: Southland Dominates Top Markets To Watch

Pricewaterhouse Coopers has released its 2016 Emerging Trends in Real Estate report, and as expected, our clients in a Real Estate IRA have some good markets to choose from. Encouragingly, PwC has identified several markets here in the Southeast in the top 100 most attractive markets when it comes to real estate prospects. For example: […]

Self-Directed IRA Owner’s Guide to Tax on Social Security Benefits

Many Self-Directed IRA investors reach retirement age, begin taking Social Security Benefits and IRA distributions, file their taxes, and get a nasty surprise: Up to 50 percent of their Social Security benefits are taxable as income under current law. The higher your income in retirement (whether from a Self-Directed IRA or otherwise), the higher the […]

Self-Directed IRA -Beware of ‘Indirect Benefits’ In Investing

Self-Directed IRA investing has tremendous advantages for the right investors: It allows you to concentrate your efforts in market niches and asset classes where you have the most expertise; it helps you diversify your overall portfolio, it can help save you money compared to high AUM fees and expense ratios from traditional Wall Street investment […]

Self-Directed IRA -The Best Places to Retire

The excellent web resource Bankrate.com just released a list ranking the best and worst states for retirees, which is of interest to any Self-Directed IRA owner. Bankrate’s editors took the following characteristics into account: Cost of living Crime rate Community well-being Quality of health care Tax rate Weather Naturally, everyone wants to know the best […]

Self-Directed IRA Investors – Watch the Calendar!

If you are a Self-Directed IRA investor – or you own any kind of retirement account, for that matter, now’s a critical time of year. A number of important deadlines are coming up, and it pays to stay on top of them. Contributions For most of us, the deadline for making contributions to a Self-Directed […]

Self-Directed IRA -Consolidate Investments Under One Roof

Most of our Self-Directed IRA-owning clients have been investing for a while. By the time many of them reach their peak earning years, they have often amassed a confusing array of IRAs, Roth IRAs, 401(k), 403(b) and SIMPLE accounts with previous employers, and other retirement plans at different investment companies. That’s on top of annuities, […]